Wealthcare Advisory Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Wealthcare Advisory Partners’s Portfolio FXO Stock Details FXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-25,729	Closed	-$960K	–	734
2023 Q1	$960K	Buy	+25,729	New	+$1.09M	0.04%	304
2021 Q2	–	Sell	-900	Closed	-$37K	–	1039
2021 Q1	$37K	Buy	+900	New	+$35K	﹤0.01%	980
2020 Q2	–	Sell	-4,350	Closed	-$92K	–	724
2020 Q1	$92K	Hold	4,350	–	–	0.01%	387
2019 Q4	$146K	Hold	4,350	–	–	0.02%	339
2019 Q3	$138K	Buy	4,350 +650	+18%	+$20.6K	0.02%	327
2019 Q2	$117K	Buy	3,700 +3,600	+3,600%	+$112K	0.02%	352
2019 Q1	$3K	Sell	100 -1,900	-95%	-$56.8K	﹤0.01%	1044
2018 Q4	$54K	Hold	2,000	–	–	0.01%	414
2018 Q3	$64K	Sell	2,000 -246	-11%	-$7.95K	0.01%	419
2018 Q2	$70K	Buy	2,246 +2,146	+2,146%	+$67.7K	0.01%	397
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	916
2017 Q4	$3K	Buy	+100	New	+$3.06K	﹤0.01%	874

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wealthcare Advisory Partners's FXO Position: Q2 2023 in Review

Wealthcare Advisory Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2023, closing a stake of 25,729 shares — an estimated $960K sold.

Wealthcare Advisory Partners first reported a position in FXO in Q4 2017 and held it in 12 quarters. The position peaked at $960K in Q1 2023. 177 funds tracked by Wall St. Rank hold FXO as of Q2 2023.

Wealthcare Advisory Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 25,729 First Trust Financials AlphaDEX Fund shares in Q2 2023, an estimated $960K.
Wealthcare Advisory Partners first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's First Trust Financials AlphaDEX Fund position peaked at $960K in Q1 2023.
177 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2023, filed 17 Jul 2023.